Heather Fulton, CFP®,  CEPA, PPC® in

Heather Fulton, CFP®, CEPA, PPC®

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Lead Wealth Relationship Manager at Wells Fargo
📍 Jackson, Wyoming, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
17 Years
Current Role
Lead Wealth Relationship Manager
Job Level
Mid-senior
Location
Jackson, Wyoming, United States
Personality Overview

How Heather shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Heather cares about

Strategic Priorities
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Career

Work history

4-2024
Lead Wealth Relationship Manager
Wells Fargo
9-2020
Senior Portfolio Manager
U.S. Bank
5-2018 - 9-2020
Retirement Counselor - 401(k) Solutions
Fisher Investments
5-2014 - 9-2020
Investment Counselor - Private Client Group
Fisher Investments
1-2011 - 1-2014
Assistant Portfolio Manager
Trust Company of the Ozarks
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2008 - 2010
Bachelor of Science
Missouri State University
2006 - 2008
Finance
Virginia Tech - Pamplin College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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